Alicia Eichelberger, FPQP™
Client Service AssociateAlicia is a Client Service Associate for the team in our Annapolis, MD office, supporting the local advisors in client relationship management
Alicia brings over six years of experience in client service and administrative roles, most recently serving as a client service associate for sister company Lenox Advisors. She also holds the Financial Paraplanner Qualified Professional™ designation
Currently residing in New York City, Alicia enjoys traveling in her spare time.
Previous Experience
- Client Service Associate / Administrative Assistant at Lenox Advisors
- Administrative Assistant at Holbrook Wealth Advisors
- Client Service Associate / Administrative Assistant at Foundation Financial Advisors, Inc.
Education & Credentials
- BS, Towson University, Communications
- Financial Paraplanner Qualified Professional™ (FPQP™)
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
